Parkside Investments, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Parkside Investments, LLC

$650 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$51.61 - $52.39 $56,771 - $57,629	-1,100 Reduced 4.76%	22,025 $1.15 Million
Q1 2021 Apr 14, 2021	BUY	$51.39 - $52.66 $323,294 - $331,284	6,291 Added 37.37%	23,125 $1.19 Million
Q4 2020 Jan 13, 2021	SELL	$51.59 - $52.53 $474,628 - $483,276	-9,200 Reduced 35.34%	16,834 $883,000
Q3 2020 Oct 28, 2020	SELL	$51.6 - $52.7 $1.45 Million - $1.48 Million	-28,090 Reduced 51.9%	26,034 $1.35 Million
Q2 2020 Jul 23, 2020	SELL	$48.59 - $51.81 $374,143 - $398,937	-7,700 Reduced 12.45%	54,124 $2.8 Million
Q1 2020 Apr 21, 2020	SELL	$44.31 - $52.43 $283,628 - $335,604	-6,401 Reduced 9.38%	61,824 $3.09 Million
Q4 2019 Jan 27, 2020	BUY	$50.2 - $51.05 $382,775 - $389,256	7,625 Added 12.58%	68,225 $3.45 Million
Q3 2019 Nov 06, 2019	BUY	$50.31 - $50.99 $511,904 - $518,823	10,175 Added 20.18%	60,600 $3.07 Million
Q2 2019 Aug 02, 2019	BUY	N/A	14,700 Added 41.15%	50,425 $2.53 Million
Q1 2019 May 10, 2019	BUY	N/A	29,960 Added 519.69%	35,725 $1.76 Million
Q4 2018 Feb 04, 2019	BUY	N/A	5,765 New	5,765 $277,000
Q1 2018 May 11, 2018	SELL	N/A	-22,700 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	N/A	4,200 Added 22.7%	22,700 $1.11 Million
Q3 2017 Nov 06, 2017	BUY	N/A	18,500	18,500 $905,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$836 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$535 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$318 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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